My Wealth Management Inc. Ishares Tr Russell 200 Growth Transaction History
My Wealth Management Inc.
- $103 Million
- Q1 2025
A detailed history of My Wealth Management Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, My Wealth Management Inc. holds 1,036 shares of IWY stock, worth $240,227. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,036
Previous 1,036
-0.0%
Holding current value
$240,227
Previous $243,000
10.29%
% of portfolio
0.21%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding IWY
# of Institutions
597Shares Held
51.9MCall Options Held
4.7KPut Options Held
6.5K-
Tiaa Trust, National Association Charlotte, NC6.03MShares$1.4 Billion3.98% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.38 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.12MShares$1.19 Billion4.56% of portfolio
-
First Citizens Bank & Trust CO4.91MShares$1.14 Billion17.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.42MShares$560 Million0.14% of portfolio